Agree what “working” means.
Document the trigger, inputs, outputs, integrations and human review points. Set a baseline and acceptance criteria with the process owner.
You can identify a specific recurring process and the people responsible for it. You want a defined engagement that produces something your team can operate.
Document the trigger, inputs, outputs, integrations and human review points. Set a baseline and acceptance criteria with the process owner.
Build the agreed workflow and test normal cases, missing inputs and exceptions. The people who will use it help evaluate the output.
Transfer the agreed project assets, document how the workflow operates and train the people responsible for it. Confirm the support arrangements.
Map the process, integrations, success criteria and measurement baseline before the build.
Build and test against agreed acceptance criteria, with visibility for the people who will operate it.
Train your team, document the workflow and transfer the agreed project assets.
Measure the change against the agreed baseline and define post-launch support.
DEB’s certificate-of-insurance workflow parses documents into a dashboard, sends renewal reminders and flags outstanding renewals for a person. The client reports 15 hours returned per week. Its fractional CAIO engagement shows the process in practice.
Read the DEB workflow storyA repeatable task with clear inputs, a recognizable output and a person who can judge quality. Document processing, recurring reporting and information handoffs can be useful starting points; feasibility depends on your systems and data.
The proposal should establish the start date and the access, scope and client inputs required. Resolve those dependencies before committing to the delivery window.
The offer includes transfer of the agreed project assets. Your scope identifies those assets, account ownership and any third-party tools or licenses the workflow relies on.
Your team receives operating documentation and training. Agree ongoing support and maintenance before launch so ownership is clear.
We’ll discuss how you’re using AI, where you’re stuck and whether CAIO support fits what you need.